From 3288624349b09343835b4bbb62475becd805a8bc Mon Sep 17 00:00:00 2001
From: Chaim <chaim@marcus-law.co.il>
Date: Wed, 15 Apr 2026 16:30:39 +0000
Subject: [PATCH] Add methodology settings page with golden ratios, discussion
 rules, and checklists

New /methodology page with 3 tabs for viewing and editing decision
writing methodology. Uses DB override pattern: hardcoded Python
constants serve as defaults, edits saved to appeal_type_rules table,
delete restores default.

Backend: 3 generic endpoints (GET/PUT/DELETE /api/methodology/{category}/{key})
with validation per category type.

Frontend: methodology.ts hooks, GoldenRatiosPanel (number inputs per
outcome/section), DiscussionRulesPanel (accordion with textarea per
rule), ContentChecklistsPanel (markdown editor with preview toggle).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---
 web-ui/src/app/methodology/page.tsx           |  47 +++++
 web-ui/src/components/app-shell.tsx           |   1 +
 .../methodology/content-checklists-panel.tsx  | 181 +++++++++++++++++
 .../methodology/discussion-rules-panel.tsx    | 188 ++++++++++++++++++
 .../methodology/golden-ratios-panel.tsx       | 177 +++++++++++++++++
 web-ui/src/lib/api/methodology.ts             |  71 +++++++
 web/app.py                                    | 101 ++++++++++
 7 files changed, 766 insertions(+)
 create mode 100644 web-ui/src/app/methodology/page.tsx
 create mode 100644 web-ui/src/components/methodology/content-checklists-panel.tsx
 create mode 100644 web-ui/src/components/methodology/discussion-rules-panel.tsx
 create mode 100644 web-ui/src/components/methodology/golden-ratios-panel.tsx
 create mode 100644 web-ui/src/lib/api/methodology.ts

diff --git a/web-ui/src/app/methodology/page.tsx b/web-ui/src/app/methodology/page.tsx
new file mode 100644
index 0000000..62767b0
--- /dev/null
+++ b/web-ui/src/app/methodology/page.tsx
@@ -0,0 +1,47 @@
+"use client";
+
+import { AppShell } from "@/components/app-shell";
+import { Card, CardContent } from "@/components/ui/card";
+import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
+import { GoldenRatiosPanel } from "@/components/methodology/golden-ratios-panel";
+import { DiscussionRulesPanel } from "@/components/methodology/discussion-rules-panel";
+import { ContentChecklistsPanel } from "@/components/methodology/content-checklists-panel";
+
+export default function MethodologyPage() {
+  return (
+    <AppShell>
+      <section className="space-y-6">
+        <div>
+          <h1 className="text-xl font-bold text-navy">מתודולוגיה</h1>
+          <p className="text-sm text-ink-muted mt-1">
+            הגדרות ניסוח — יחסי אורך, כללי דיון, וצ׳קליסטים לפי סוג ערר
+          </p>
+        </div>
+
+        <Card className="bg-surface border-rule shadow-sm">
+          <CardContent className="px-6 py-5">
+            <Tabs defaultValue="ratios" dir="rtl">
+              <TabsList className="bg-rule-soft/60">
+                <TabsTrigger value="ratios">יחסי זהב</TabsTrigger>
+                <TabsTrigger value="rules">כללי דיון</TabsTrigger>
+                <TabsTrigger value="checklists">צ׳קליסטים</TabsTrigger>
+              </TabsList>
+
+              <TabsContent value="ratios" className="mt-5">
+                <GoldenRatiosPanel />
+              </TabsContent>
+
+              <TabsContent value="rules" className="mt-5">
+                <DiscussionRulesPanel />
+              </TabsContent>
+
+              <TabsContent value="checklists" className="mt-5">
+                <ContentChecklistsPanel />
+              </TabsContent>
+            </Tabs>
+          </CardContent>
+        </Card>
+      </section>
+    </AppShell>
+  );
+}
diff --git a/web-ui/src/components/app-shell.tsx b/web-ui/src/components/app-shell.tsx
index 102d0b4..b8c13c6 100644
--- a/web-ui/src/components/app-shell.tsx
+++ b/web-ui/src/components/app-shell.tsx
@@ -25,6 +25,7 @@ type NavItem = {
 const NAV_ITEMS: NavItem[] = [
   { href: "/",            label: "בית"         },
   { href: "/training",    label: "אימון סגנון" },
+  { href: "/methodology", label: "מתודולוגיה" },
   { href: "/skills",      label: "מיומנויות"  },
   { href: "/diagnostics", label: "אבחון"       },
   { href: "/settings",    label: "הגדרות"      },
diff --git a/web-ui/src/components/methodology/content-checklists-panel.tsx b/web-ui/src/components/methodology/content-checklists-panel.tsx
new file mode 100644
index 0000000..6e3970e
--- /dev/null
+++ b/web-ui/src/components/methodology/content-checklists-panel.tsx
@@ -0,0 +1,181 @@
+"use client";
+
+import { useState, useEffect } from "react";
+import { Card, CardContent } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Badge } from "@/components/ui/badge";
+import { Textarea } from "@/components/ui/textarea";
+import { Markdown } from "@/components/ui/markdown";
+import {
+  useMethodology,
+  useUpdateMethodology,
+  useResetMethodology,
+} from "@/lib/api/methodology";
+import { toast } from "sonner";
+import { Save, RotateCcw, Eye, EyeOff, Loader2 } from "lucide-react";
+
+const CHECKLIST_LABELS: Record<string, string> = {
+  licensing_substantive: "ערר רישוי מהותי",
+  licensing_threshold: "ערר רישוי סף/סמכות",
+  licensing_property: "ערר רישוי קנייני",
+  tama38: "תמ\"א 38",
+  betterment_levy: "היטל השבחה",
+};
+
+const CHECKLIST_ORDER = [
+  "licensing_substantive",
+  "licensing_threshold",
+  "licensing_property",
+  "tama38",
+  "betterment_levy",
+];
+
+type ChecklistItem = {
+  key: string;
+  label: string;
+  original: string;
+  draft: string;
+  isOverride: boolean;
+  dirty: boolean;
+};
+
+export function ContentChecklistsPanel() {
+  const { data, isLoading } = useMethodology<string>("content_checklists");
+  const update = useUpdateMethodology("content_checklists");
+  const reset = useResetMethodology("content_checklists");
+  const [items, setItems] = useState<ChecklistItem[]>([]);
+  const [active, setActive] = useState(CHECKLIST_ORDER[0]);
+  const [preview, setPreview] = useState(false);
+
+  useEffect(() => {
+    if (!data?.items) return;
+    setItems(
+      CHECKLIST_ORDER
+        .filter((k) => k in data.items)
+        .map((key) => ({
+          key,
+          label: CHECKLIST_LABELS[key] ?? key,
+          original: data.items[key].value,
+          draft: data.items[key].value,
+          isOverride: data.items[key].is_override,
+          dirty: false,
+        })),
+    );
+  }, [data]);
+
+  const current = items.find((i) => i.key === active);
+
+  const updateDraft = (text: string) => {
+    setItems((prev) =>
+      prev.map((i) =>
+        i.key === active
+          ? { ...i, draft: text, dirty: text !== i.original }
+          : i,
+      ),
+    );
+  };
+
+  const handleSave = () => {
+    if (!current) return;
+    update.mutate(
+      { key: current.key, value: current.draft },
+      {
+        onSuccess: () => toast.success(`${current.label} נשמר`),
+        onError: () => toast.error("שגיאה בשמירה"),
+      },
+    );
+  };
+
+  const handleReset = () => {
+    if (!current) return;
+    reset.mutate(current.key, {
+      onSuccess: () => toast.success(`${current.label} אופס`),
+      onError: () => toast.error("שגיאה באיפוס"),
+    });
+  };
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-12 text-ink-faint">
+        <Loader2 className="w-5 h-5 animate-spin ml-2" />
+        טוען...
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-4">
+      {/* Tab selector */}
+      <div className="flex gap-2 flex-wrap">
+        {items.map((item) => (
+          <Button
+            key={item.key}
+            size="sm"
+            variant={active === item.key ? "default" : "outline"}
+            onClick={() => { setActive(item.key); setPreview(false); }}
+            className="text-xs"
+          >
+            {item.label}
+            {item.isOverride && (
+              <Badge variant="secondary" className="text-[9px] mr-1.5 px-1">
+                מותאם
+              </Badge>
+            )}
+          </Button>
+        ))}
+      </div>
+
+      {/* Editor / Preview */}
+      {current && (
+        <Card className="border-rule">
+          <CardContent className="px-5 py-4 space-y-3">
+            <div className="flex items-center justify-between">
+              <h3 className="text-sm font-semibold text-navy">{current.label}</h3>
+              <Button
+                size="sm"
+                variant="ghost"
+                onClick={() => setPreview(!preview)}
+                className="text-xs"
+              >
+                {preview ? <EyeOff className="w-3.5 h-3.5 ml-1" /> : <Eye className="w-3.5 h-3.5 ml-1" />}
+                {preview ? "עריכה" : "תצוגה מקדימה"}
+              </Button>
+            </div>
+
+            {preview ? (
+              <div className="border border-rule rounded-md p-4 bg-sand-soft/30 max-h-[500px] overflow-y-auto">
+                <Markdown content={current.draft} />
+              </div>
+            ) : (
+              <Textarea
+                value={current.draft}
+                onChange={(e) => updateDraft(e.target.value)}
+                className="min-h-[400px] font-mono text-sm leading-relaxed"
+                dir="rtl"
+              />
+            )}
+
+            <div className="flex items-center gap-2">
+              <Button size="sm" disabled={!current.dirty || update.isPending} onClick={handleSave}>
+                {update.isPending ? <Loader2 className="w-3 h-3 animate-spin ml-1" /> : <Save className="w-3 h-3 ml-1" />}
+                שמור
+              </Button>
+              {current.isOverride && (
+                <Button size="sm" variant="outline" disabled={reset.isPending} onClick={handleReset}>
+                  <RotateCcw className="w-3 h-3 ml-1" />
+                  איפוס לברירת מחדל
+                </Button>
+              )}
+              <Badge
+                variant={current.isOverride ? "default" : "secondary"}
+                className="text-[10px] mr-auto"
+              >
+                {current.isOverride ? "מותאם" : "ברירת מחדל"}
+              </Badge>
+            </div>
+          </CardContent>
+        </Card>
+      )}
+    </div>
+  );
+}
diff --git a/web-ui/src/components/methodology/discussion-rules-panel.tsx b/web-ui/src/components/methodology/discussion-rules-panel.tsx
new file mode 100644
index 0000000..e736837
--- /dev/null
+++ b/web-ui/src/components/methodology/discussion-rules-panel.tsx
@@ -0,0 +1,188 @@
+"use client";
+
+import { useState, useEffect } from "react";
+import { Card, CardContent } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Badge } from "@/components/ui/badge";
+import { Textarea } from "@/components/ui/textarea";
+import {
+  useMethodology,
+  useUpdateMethodology,
+  useResetMethodology,
+} from "@/lib/api/methodology";
+import { toast } from "sonner";
+import { Save, RotateCcw, Plus, Trash2, Loader2, ChevronDown, ChevronUp } from "lucide-react";
+
+const OUTCOME_LABELS: Record<string, string> = {
+  universal: "כללי (לכל סוגי התוצאות)",
+  rejection: "דחייה",
+  full_acceptance: "קבלה מלאה",
+  partial_acceptance: "קבלה חלקית",
+  betterment_levy: "היטל השבחה",
+};
+
+type RulesSection = {
+  key: string;
+  label: string;
+  original: string[];
+  draft: string[];
+  isOverride: boolean;
+  dirty: boolean;
+  expanded: boolean;
+};
+
+export function DiscussionRulesPanel() {
+  const { data, isLoading } = useMethodology<string[]>("discussion_rules");
+  const update = useUpdateMethodology("discussion_rules");
+  const reset = useResetMethodology("discussion_rules");
+  const [sections, setSections] = useState<RulesSection[]>([]);
+
+  useEffect(() => {
+    if (!data?.items) return;
+    const order = ["universal", "rejection", "partial_acceptance", "full_acceptance", "betterment_levy"];
+    setSections(
+      order
+        .filter((k) => k in data.items)
+        .map((key) => ({
+          key,
+          label: OUTCOME_LABELS[key] ?? key,
+          original: data.items[key].value,
+          draft: [...data.items[key].value],
+          isOverride: data.items[key].is_override,
+          dirty: false,
+          expanded: key === "universal",
+        })),
+    );
+  }, [data]);
+
+  const toggle = (idx: number) => {
+    setSections((prev) =>
+      prev.map((s, i) => (i === idx ? { ...s, expanded: !s.expanded } : s)),
+    );
+  };
+
+  const updateRule = (sIdx: number, rIdx: number, text: string) => {
+    setSections((prev) =>
+      prev.map((s, i) => {
+        if (i !== sIdx) return s;
+        const draft = [...s.draft];
+        draft[rIdx] = text;
+        return { ...s, draft, dirty: JSON.stringify(draft) !== JSON.stringify(s.original) };
+      }),
+    );
+  };
+
+  const addRule = (sIdx: number) => {
+    setSections((prev) =>
+      prev.map((s, i) => {
+        if (i !== sIdx) return s;
+        const draft = [...s.draft, ""];
+        return { ...s, draft, dirty: true };
+      }),
+    );
+  };
+
+  const removeRule = (sIdx: number, rIdx: number) => {
+    setSections((prev) =>
+      prev.map((s, i) => {
+        if (i !== sIdx) return s;
+        const draft = s.draft.filter((_, j) => j !== rIdx);
+        return { ...s, draft, dirty: JSON.stringify(draft) !== JSON.stringify(s.original) };
+      }),
+    );
+  };
+
+  const handleSave = (sec: RulesSection) => {
+    const cleaned = sec.draft.filter((s) => s.trim());
+    update.mutate(
+      { key: sec.key, value: cleaned },
+      {
+        onSuccess: () => toast.success(`${sec.label} נשמר`),
+        onError: () => toast.error("שגיאה בשמירה"),
+      },
+    );
+  };
+
+  const handleReset = (sec: RulesSection) => {
+    reset.mutate(sec.key, {
+      onSuccess: () => toast.success(`${sec.label} אופס`),
+      onError: () => toast.error("שגיאה באיפוס"),
+    });
+  };
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-12 text-ink-faint">
+        <Loader2 className="w-5 h-5 animate-spin ml-2" />
+        טוען...
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-3">
+      {sections.map((sec, si) => (
+        <Card key={sec.key} className="border-rule">
+          <CardContent className="px-5 py-0">
+            {/* Accordion header */}
+            <button
+              className="flex items-center justify-between w-full py-3 text-right"
+              onClick={() => toggle(si)}
+            >
+              <div className="flex items-center gap-2">
+                <h3 className="text-sm font-semibold text-navy">{sec.label}</h3>
+                <Badge variant={sec.isOverride ? "default" : "secondary"} className="text-[10px]">
+                  {sec.isOverride ? "מותאם" : "ברירת מחדל"}
+                </Badge>
+                <span className="text-[11px] text-ink-faint">{sec.draft.length} כללים</span>
+              </div>
+              {sec.expanded ? <ChevronUp className="w-4 h-4 text-ink-faint" /> : <ChevronDown className="w-4 h-4 text-ink-faint" />}
+            </button>
+
+            {/* Expanded content */}
+            {sec.expanded && (
+              <div className="pb-4 space-y-2">
+                {sec.draft.map((rule, ri) => (
+                  <div key={ri} className="flex gap-2">
+                    <Textarea
+                      value={rule}
+                      onChange={(e) => updateRule(si, ri, e.target.value)}
+                      className="min-h-[60px] text-sm flex-1"
+                      dir="rtl"
+                    />
+                    <Button
+                      size="icon"
+                      variant="ghost"
+                      className="h-8 w-8 text-red-400 hover:text-red-600 flex-shrink-0 mt-1"
+                      onClick={() => removeRule(si, ri)}
+                    >
+                      <Trash2 className="w-3.5 h-3.5" />
+                    </Button>
+                  </div>
+                ))}
+
+                <Button size="sm" variant="outline" onClick={() => addRule(si)}>
+                  <Plus className="w-3 h-3 ml-1" />
+                  הוסף כלל
+                </Button>
+
+                <div className="flex items-center gap-2 pt-2 border-t border-rule/50">
+                  <Button size="sm" disabled={!sec.dirty || update.isPending} onClick={() => handleSave(sec)}>
+                    {update.isPending ? <Loader2 className="w-3 h-3 animate-spin ml-1" /> : <Save className="w-3 h-3 ml-1" />}
+                    שמור
+                  </Button>
+                  {sec.isOverride && (
+                    <Button size="sm" variant="outline" disabled={reset.isPending} onClick={() => handleReset(sec)}>
+                      <RotateCcw className="w-3 h-3 ml-1" />
+                      איפוס
+                    </Button>
+                  )}
+                </div>
+              </div>
+            )}
+          </CardContent>
+        </Card>
+      ))}
+    </div>
+  );
+}
diff --git a/web-ui/src/components/methodology/golden-ratios-panel.tsx b/web-ui/src/components/methodology/golden-ratios-panel.tsx
new file mode 100644
index 0000000..af1f214
--- /dev/null
+++ b/web-ui/src/components/methodology/golden-ratios-panel.tsx
@@ -0,0 +1,177 @@
+"use client";
+
+import { useState, useEffect } from "react";
+import { Card, CardContent } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { Button } from "@/components/ui/button";
+import { Badge } from "@/components/ui/badge";
+import {
+  useMethodology,
+  useUpdateMethodology,
+  useResetMethodology,
+  type GoldenRatios,
+} from "@/lib/api/methodology";
+import { toast } from "sonner";
+import { Save, RotateCcw, Loader2 } from "lucide-react";
+
+const OUTCOME_LABELS: Record<string, string> = {
+  rejection: "דחייה",
+  full_acceptance: "קבלה מלאה",
+  partial_acceptance: "קבלה חלקית",
+  betterment_levy: "היטל השבחה",
+};
+
+const SECTION_LABELS: Record<string, string> = {
+  background: "רקע",
+  claims: "טענות",
+  discussion: "דיון",
+  summary: "סיכום",
+};
+
+type RatioCard = {
+  key: string;
+  label: string;
+  original: GoldenRatios;
+  draft: GoldenRatios;
+  isOverride: boolean;
+  dirty: boolean;
+};
+
+export function GoldenRatiosPanel() {
+  const { data, isLoading } = useMethodology<GoldenRatios>("golden_ratios");
+  const update = useUpdateMethodology("golden_ratios");
+  const reset = useResetMethodology("golden_ratios");
+  const [cards, setCards] = useState<RatioCard[]>([]);
+
+  // Sync from server
+  useEffect(() => {
+    if (!data?.items) return;
+    setCards(
+      Object.entries(data.items).map(([key, item]) => ({
+        key,
+        label: OUTCOME_LABELS[key] ?? key,
+        original: item.value,
+        draft: structuredClone(item.value),
+        isOverride: item.is_override,
+        dirty: false,
+      })),
+    );
+  }, [data]);
+
+  const setRange = (cardIdx: number, section: string, idx: 0 | 1, val: number) => {
+    setCards((prev) =>
+      prev.map((c, i) => {
+        if (i !== cardIdx) return c;
+        const next = { ...c, draft: { ...c.draft, [section]: [...c.draft[section]] as [number, number] } };
+        next.draft[section][idx] = val;
+        next.dirty = JSON.stringify(next.draft) !== JSON.stringify(next.original);
+        return next;
+      }),
+    );
+  };
+
+  const handleSave = (card: RatioCard) => {
+    update.mutate(
+      { key: card.key, value: card.draft },
+      {
+        onSuccess: () => toast.success(`${card.label} נשמר`),
+        onError: () => toast.error("שגיאה בשמירה"),
+      },
+    );
+  };
+
+  const handleReset = (card: RatioCard) => {
+    reset.mutate(card.key, {
+      onSuccess: () => toast.success(`${card.label} אופס לברירת מחדל`),
+      onError: () => toast.error("שגיאה באיפוס"),
+    });
+  };
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-12 text-ink-faint">
+        <Loader2 className="w-5 h-5 animate-spin ml-2" />
+        טוען...
+      </div>
+    );
+  }
+
+  return (
+    <div className="grid gap-4 md:grid-cols-2">
+      {cards.map((card, ci) => (
+        <Card key={card.key} className="border-rule">
+          <CardContent className="px-5 py-4 space-y-3">
+            {/* Header */}
+            <div className="flex items-center justify-between">
+              <h3 className="text-sm font-semibold text-navy">{card.label}</h3>
+              <Badge variant={card.isOverride ? "default" : "secondary"} className="text-[10px]">
+                {card.isOverride ? "מותאם" : "ברירת מחדל"}
+              </Badge>
+            </div>
+
+            {/* Table */}
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="text-ink-faint text-[11px]">
+                  <th className="text-right py-1">Section</th>
+                  <th className="text-center py-1">Min %</th>
+                  <th className="text-center py-1">Max %</th>
+                </tr>
+              </thead>
+              <tbody>
+                {Object.entries(SECTION_LABELS).map(([sec, label]) => (
+                  <tr key={sec} className="border-t border-rule/50">
+                    <td className="py-1.5 text-ink">{label}</td>
+                    <td className="py-1.5 px-1">
+                      <Input
+                        type="number"
+                        min={0}
+                        max={100}
+                        value={card.draft[sec]?.[0] ?? 0}
+                        onChange={(e) => setRange(ci, sec, 0, Number(e.target.value))}
+                        className="h-7 w-16 text-center text-xs mx-auto"
+                      />
+                    </td>
+                    <td className="py-1.5 px-1">
+                      <Input
+                        type="number"
+                        min={0}
+                        max={100}
+                        value={card.draft[sec]?.[1] ?? 0}
+                        onChange={(e) => setRange(ci, sec, 1, Number(e.target.value))}
+                        className="h-7 w-16 text-center text-xs mx-auto"
+                      />
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+
+            {/* Actions */}
+            <div className="flex items-center gap-2 pt-1">
+              <Button
+                size="sm"
+                disabled={!card.dirty || update.isPending}
+                onClick={() => handleSave(card)}
+              >
+                {update.isPending ? <Loader2 className="w-3 h-3 animate-spin ml-1" /> : <Save className="w-3 h-3 ml-1" />}
+                שמור
+              </Button>
+              {card.isOverride && (
+                <Button
+                  size="sm"
+                  variant="outline"
+                  disabled={reset.isPending}
+                  onClick={() => handleReset(card)}
+                >
+                  <RotateCcw className="w-3 h-3 ml-1" />
+                  איפוס
+                </Button>
+              )}
+            </div>
+          </CardContent>
+        </Card>
+      ))}
+    </div>
+  );
+}
diff --git a/web-ui/src/lib/api/methodology.ts b/web-ui/src/lib/api/methodology.ts
new file mode 100644
index 0000000..ed374f1
--- /dev/null
+++ b/web-ui/src/lib/api/methodology.ts
@@ -0,0 +1,71 @@
+/**
+ * Methodology settings hooks — view and edit golden ratios,
+ * discussion rules, and content checklists.
+ */
+
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { apiRequest } from "./client";
+
+// ── Types ────────────────────────────────────────────────────────
+
+export type MethodologyItem<T = unknown> = {
+  value: T;
+  is_override: boolean;
+  updated_at: string | null;
+};
+
+export type MethodologyResponse<T = unknown> = {
+  items: Record<string, MethodologyItem<T>>;
+};
+
+/** Golden ratio per section: [min%, max%] */
+export type GoldenRatios = Record<string, [number, number]>;
+
+// ── Query Keys ───────────────────────────────────────────────────
+
+export const methodologyKeys = {
+  all: ["methodology"] as const,
+  category: (cat: string) => [...methodologyKeys.all, cat] as const,
+};
+
+// ── Hooks ────────────────────────────────────────────────────────
+
+export function useMethodology<T = unknown>(category: string) {
+  return useQuery({
+    queryKey: methodologyKeys.category(category),
+    queryFn: ({ signal }) =>
+      apiRequest<MethodologyResponse<T>>(
+        `/api/methodology/${category}`,
+        { signal },
+      ),
+    staleTime: 30_000,
+  });
+}
+
+export function useUpdateMethodology(category: string) {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ key, value }: { key: string; value: unknown }) =>
+      apiRequest<{ key: string; value: unknown; is_override: boolean }>(
+        `/api/methodology/${category}/${key}`,
+        { method: "PUT", body: { value } },
+      ),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: methodologyKeys.category(category) });
+    },
+  });
+}
+
+export function useResetMethodology(category: string) {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: (key: string) =>
+      apiRequest<{ key: string; value: unknown; is_override: boolean }>(
+        `/api/methodology/${category}/${key}`,
+        { method: "DELETE" },
+      ),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: methodologyKeys.category(category) });
+    },
+  });
+}
diff --git a/web/app.py b/web/app.py
index 432b26a..d5267d1 100644
--- a/web/app.py
+++ b/web/app.py
@@ -22,6 +22,7 @@ import zipfile
 
 from fastapi import FastAPI, File, Form, HTTPException, UploadFile
 from fastapi.responses import FileResponse, StreamingResponse
+from typing import Any
 from pydantic import BaseModel
 
 import asyncpg
@@ -2332,6 +2333,106 @@ async def api_delete_tag_mapping(mapping_id: str):
     return {"ok": True}
 
 
+# ── Methodology Settings ───────────────────────────────────────────
+
+from legal_mcp.services.lessons import (
+    GOLDEN_RATIOS,
+    DISCUSSION_RULES,
+    CONTENT_CHECKLISTS,
+)
+
+_METHODOLOGY_DEFAULTS: dict[str, dict] = {
+    "golden_ratios": {k: {s: list(v) for s, v in sec.items()} for k, sec in GOLDEN_RATIOS.items()},
+    "discussion_rules": dict(DISCUSSION_RULES),
+    "content_checklists": dict(CONTENT_CHECKLISTS),
+}
+
+_VALID_CATEGORIES = set(_METHODOLOGY_DEFAULTS.keys())
+
+
+@app.get("/api/methodology/{category}")
+async def api_get_methodology(category: str):
+    """Get methodology settings with DB overrides merged over defaults."""
+    if category not in _VALID_CATEGORIES:
+        raise HTTPException(400, f"Unknown category: {category}. Valid: {sorted(_VALID_CATEGORIES)}")
+
+    defaults = _METHODOLOGY_DEFAULTS[category]
+    pool = await db.get_pool()
+    rows = await pool.fetch(
+        "SELECT rule_key, rule_value, created_at FROM appeal_type_rules "
+        "WHERE appeal_type = '_global' AND rule_category = $1",
+        category,
+    )
+    overrides = {r["rule_key"]: r for r in rows}
+
+    items = {}
+    for key, default_val in defaults.items():
+        if key in overrides:
+            items[key] = {
+                "value": overrides[key]["rule_value"],
+                "is_override": True,
+                "updated_at": overrides[key]["created_at"].isoformat() if overrides[key]["created_at"] else None,
+            }
+        else:
+            items[key] = {"value": default_val, "is_override": False, "updated_at": None}
+
+    return {"items": items}
+
+
+class MethodologyUpdateRequest(BaseModel):
+    value: Any
+
+
+@app.put("/api/methodology/{category}/{key}")
+async def api_update_methodology(category: str, key: str, req: MethodologyUpdateRequest):
+    """Upsert a methodology override. Validates value shape per category."""
+    if category not in _VALID_CATEGORIES:
+        raise HTTPException(400, f"Unknown category: {category}")
+    if key not in _METHODOLOGY_DEFAULTS[category]:
+        raise HTTPException(400, f"Unknown key '{key}' for category '{category}'")
+
+    # Validate value shape
+    if category == "golden_ratios":
+        if not isinstance(req.value, dict):
+            raise HTTPException(422, "golden_ratios value must be a dict of section → [min, max]")
+        for sec, rng in req.value.items():
+            if not (isinstance(rng, list) and len(rng) == 2 and all(isinstance(x, (int, float)) for x in rng)):
+                raise HTTPException(422, f"Section '{sec}' must be [min, max] (integers 0-100)")
+    elif category == "discussion_rules":
+        if not isinstance(req.value, list) or not all(isinstance(s, str) and s.strip() for s in req.value):
+            raise HTTPException(422, "discussion_rules value must be a list of non-empty strings")
+    elif category == "content_checklists":
+        if not isinstance(req.value, str) or not req.value.strip():
+            raise HTTPException(422, "content_checklists value must be a non-empty string")
+
+    pool = await db.get_pool()
+    await pool.execute(
+        "INSERT INTO appeal_type_rules (id, appeal_type, rule_category, rule_key, rule_value) "
+        "VALUES (gen_random_uuid(), '_global', $1, $2, $3::jsonb) "
+        "ON CONFLICT (appeal_type, rule_category, rule_key) DO UPDATE SET rule_value = $3::jsonb",
+        category, key, json.dumps(req.value, ensure_ascii=False),
+    )
+
+    return {"key": key, "value": req.value, "is_override": True}
+
+
+@app.delete("/api/methodology/{category}/{key}")
+async def api_reset_methodology(category: str, key: str):
+    """Delete methodology override, restoring the hardcoded default."""
+    if category not in _VALID_CATEGORIES:
+        raise HTTPException(400, f"Unknown category: {category}")
+    if key not in _METHODOLOGY_DEFAULTS[category]:
+        raise HTTPException(400, f"Unknown key '{key}' for category '{category}'")
+
+    pool = await db.get_pool()
+    await pool.execute(
+        "DELETE FROM appeal_type_rules WHERE appeal_type = '_global' AND rule_category = $1 AND rule_key = $2",
+        category, key,
+    )
+
+    return {"key": key, "value": _METHODOLOGY_DEFAULTS[category][key], "is_override": False}
+
+
 # ── Skill Management API ───────────────────────────────────────────